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iShares Agency Bond ETF

142 hedge funds and large institutions have $350M invested in iShares Agency Bond ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
37
Reduced
52
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$9K
FWP
127
FAS Wealth Partners
Kansas
$8.94K -$58.3K -548 -87%
William Blair & Company
128
William Blair & Company
Illinois
$8.01K -$153K -1,434 -95%
CA
129
CoreCap Advisors
Michigan
$7.98K +$7.98K +75 New
IAS
130
IMA Advisory Services
Colorado
$6.28K +$639 +6 +11%
PMFA
131
Plante Moran Financial Advisors
Michigan
$6.28K +$6.28K +59 New
AA
132
Ancora Advisors
Ohio
$6K +$6K +61 New
RTL
133
Red Tortoise LLC
Georgia
$4.64K +$4.64K +44 New
SPIA
134
Steward Partners Investment Advisory
New York
$3.62K
ME
135
McIlrath & Eck
Washington
$1.7K -$12.2K -115 -88%
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$744
SIC
137
Salem Investment Counselors
North Carolina
$639 +$639 +6 New
TAM
138
Tucker Asset Management
Colorado
$534
LFG
139
Larson Financial Group
Missouri
$213
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$106
Fidelity Investments
141
Fidelity Investments
Massachusetts
$106 +$106 +1 New
NA
142
NewEdge Advisors
Louisiana
$11 +$11 +101 New
Citadel Advisors
143
Citadel Advisors
Florida
-$4.9M -45,982 Closed
LI
144
LMCG Investments
Massachusetts
-$4.11M -38,543 Closed
CM
145
Columbus Macro
Pennsylvania
-$1.06M -9,980 Closed
TSA
146
Tri-Star Advisors
Texas
-$994K -9,374 Closed
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
-$726K -6,816 Closed
TCWM
148
Total Clarity Wealth Management
Illinois
-$606K -5,694 Closed
KCM
149
Karp Capital Management
California
-$495K -4,652 Closed
FA
150
Fermata Advisors
California
-$300K -2,813 Closed